Principal Taps eMoney for New Advisor System

The AdvisorPlatform is available to any advisor
within the Principal Financial Group network, who will be
offering fee-based services through Princor Financial
Services Corporation, a registered investment adviser and
member of the Principal Financial Group.

eMoney’s AdvisorPlatform is a web-based wealth
planning and client management tool that offers an
aggregated view of a client’s financial portfolio, as
well as features and functions that enable more complete
planning and better servicing of a client’s needs. With
the AdvisorPlatform, advisors can better manage their
client relationships by identifying strengths and
weaknesses in asset allocation, keeping accounts
up-to-date, and monitoring significant changes in their
clients’ financial status, the announcement said.

The AdvisorPlatform also includes the most robust
Client Financial Home Page available through any planning
system, giving clients 24×7 access to their updated,
aggregated financial information, an online document
storage Vault for their legal and financial documents and
other point programs, according to the news
release.